Turtle Creek Wealth Advisors’s NextEra Energy NEE Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.01M	Buy	21,667 +3,060	+16%	+$272K	0.15%	99
2025 Q4	$1.49M	Buy	18,607 +6,530	+54%	+$541K	0.12%	119
2025 Q3	$912K	Buy	12,077 +3,022	+33%	+$221K	0.08%	141
2025 Q2	$629K	Buy	+9,055	New	+$629K	0.07%	153
2024 Q4	–	Sell	-8,147	Closed	-$689K	–	136
2024 Q3	$689K	Buy	8,147 +788	+11%	+$61.5K	0.14%	86
2024 Q2	$521K	Buy	7,359 +13	+0.2%	+$922	0.12%	90
2024 Q1	$469K	Sell	7,346 -44,998	-86%	-$2.64M	0.12%	94
2023 Q4	$3.18M	Buy	+52,344	New	+$2.98M	0.94%	32

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Turtle Creek Wealth Advisors's NEE Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $272K and bringing the position to 21,667 shares worth $2.01M. The position accounts for 0.15% of the portfolio, ranked #99.

Turtle Creek Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.18M in Q4 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Turtle Creek Wealth Advisors held 21,667 shares of NextEra Energy worth $2.01M as of Q1 2026.
Turtle Creek Wealth Advisors bought 3,060 NextEra Energy shares in Q1 2026, an estimated $272K.
NextEra Energy made up 0.15% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #99 holding.
Turtle Creek Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 8 quarters since.
Turtle Creek Wealth Advisors's NextEra Energy position peaked at $3.18M in Q4 2023.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.